Create purchased lead records in CRM and sales tracker

Your purchase entries miss structured contact and product details, causing reps to miss follow-ups and misassign campaigns. Route new purchases to CRM and the sales tracker for same-day follow-up.

Workflow preview:

Zap details:

Overview

Incoming purchases should create actionable opportunities, not data noise. This flow turns each purchase payload into a formatted CRM opportunity and a shared sales tracker row so reps can follow up same day and campaign managers get reliable reporting.